Burling Wealth Partners, LLC Purchases in Q1 2025

Burling Wealth Partners, LLC

  • $475 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
4.17K
+ 10.45%
$169.2 - $216.66 $706K - $904K
44.1K $9.24B
WM
Waste Management Inc

Industrials
6.63K
+ 53.79%
$200.54 - $233.78 $1.33M - $1.55M
19K $4.39B
ZTS
Zoetis Inc.

Healthcare
9.64K
+ 76.62%
$156.48 - $175.67 $1.51M - $1.69M
22.2K $3.66B
TMUS
T Mobile Us, Inc.

Communication Services
4.02K
+ 34.94%
$211.3 - $272.83 $849K - $1.1M
15.5K $4.14B
SPSB
Spdr Portfolio Short Term Corp

ETFs
47.4K
+ 56.05%
$29.82 - $30.1 $1.41M - $1.43M
132K $3.97B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
389
+ 2.85%
$442.66 - $534.52 $172K - $208K
14K $7.48B
LLY
Eli Lilly & CO

Healthcare
820
+ 10.04%
$725.72 - $929.72 $595K - $762K
8.99K $7.42B
Veralto Corp Com Shs
12.2K
+ 60.19%
N/A
32.3K $3.15B
ROP
Roper Technologies Inc

Industrials
815
+ 9.63%
$502.71 - $593.81 $410K - $484K
9.28K $5.47B
CHD
Church & Dwight CO Inc

Consumer Defensive
8.13K
+ 31.57%
$101.42 - $113.2 $824K - $920K
33.9K $3.73B
RGA
Reinsurance Group Of America Inc

Financial Services
5.49K
+ 84.54%
$186.01 - $231.1 $1.02M - $1.27M
12K $2.36B
RTX
Raytheon Technologies Corp

Industrials
4.13K
+ 16.34%
$114.1 - $135.66 $471K - $560K
29.4K $3.9B
INTU
Intuit Inc

Technology
1.55K
+ 33.03%
$555.63 - $630.23 $860K - $975K
6.23K $3.83B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
925
+ 4.68%
$208.48 - $244.03 $193K - $226K
20.7K $5.05B
Linde PLC Shs
1.35K
+ 42.87%
N/A
4.5K $2.1B
XOM
Exxon Mobil Corp

Energy
5.06K
+ 33.0%
$105.44 - $118.93 $533K - $602K
20.4K $2.42B
META
Meta Platforms, Inc.

Communication Services
1.32K
+ 12.47%
$576.36 - $736.67 $760K - $971K
11.9K $6.85B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.51K
New
$100.34 - $100.68 $653K - $655K
6.51K $655M
TJX
Tjx Companies Inc

Consumer Cyclical
5.01K
+ 19.27%
$112.81 - $126.16 $565K - $632K
31K $3.78B
SYK
Stryker Corp

Healthcare
1.44K
+ 26.79%
$355.18 - $399.9 $511K - $575K
6.81K $2.53B
VEA
Vanguard Ftse Developed Market

ETFs
8.71K
+ 17.46%
$47.4 - $52.99 $413K - $462K
58.6K $2.98B
MA
Mastercard Inc

Financial Services
389
+ 2.4%
$504.67 - $576.31 $196K - $224K
16.6K $9.08B
SU
Suncor Energy Inc

Energy
12.6K
+ 52.11%
$34.27 - $40.63 $431K - $511K
36.7K $1.42B
JPM
Jpmorgan Chase & CO

Financial Services
888
+ 1.47%
$225.19 - $279.95 $200K - $249K
61.5K $15.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.43K
+ 19.42%
$507.05 - $563.67 $726K - $807K
8.81K $4.53B
PLD
Prologis, Inc.

Real Estate
3.14K
+ 22.05%
$103.59 - $124.04 $325K - $390K
17.4K $1.94B
ICE
Intercontinental Exchange, Inc.

Financial Services
38
+ 0.21%
$142.8 - $176.36 $5.43K - $6.7K
17.8K $3.06B
AZO
Autozone Inc

Consumer Cyclical
100
New
$3193.96 - $3828.11 $319K - $383K
100 $381M
NDAQ
Nasdaq, Inc.

Financial Services
4.66K
+ 27.93%
$72.17 - $83.76 $337K - $391K
21.4K $1.62B
NEE
Nextera Energy Inc

Utilities
4.93K
+ 8.36%
$66.96 - $76.16 $330K - $375K
63.8K $4.53B
IVV
Ishares Core S&P 500 ETF

ETFs
487
+ 26.18%
$554.06 - $615.85 $270K - $300K
2.35K $1.32B
CBOE
Cboe Global Markets, Inc.

Financial Services
950
New
$190.84 - $226.29 $181K - $215K
950 $215M
XLP
Consumer Staples Sector Spdr

ETFs
2.5K
New
N/A
2.5K $204M
MCK
Mckesson Corp

Healthcare
300
New
$566.21 - $672.99 $170K - $202K
300 $202M
HON
Honeywell International Inc

Industrials
2.71K
+ 10.23%
$202.75 - $226.52 $548K - $613K
29.1K $6.17B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.03K
+ 84.01%
$182.82 - $196.21 $188K - $202K
2.26K $424M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 0.86%
$890.62 - $1076.86 $33K - $39.8K
4.33K $4.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
515
+ 31.23%
$360.07 - $417.26 $185K - $215K
2.16K $781M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.22K
+ 38.76%
$57.21 - $65.8 $127K - $146K
7.96K $465M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.38K
+ 38.52%
$82.81 - $92.93 $114K - $128K
4.96K $422M
SPY
Spdr S&P 500 ETF Trust

ETFs
427
+ 5.22%
$551.42 - $612.93 $235K - $262K
8.61K $4.81B
NFLX
Netflix Inc

Communication Services
3
+ 0.99%
$828.4 - $1058.6 $2.49K - $3.18K
306 $285M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
116
+ 7.63%
$121.0 - $142.28 $14K - $16.5K
1.64K $204M
XLK
Technology Sector Spdr

ETFs
118
+ 4.97%
$206.38 - $242.18 $24.4K - $28.6K
2.49K $515M
VXF
Vanguard Extended Market ETF

ETFs
79
+ 1.94%
$170.36 - $201.04 $13.5K - $15.9K
4.16K $716M
HD
Home Depot, Inc.

Consumer Cyclical
296
+ 2.93%
$347.25 - $424.87 $103K - $126K
10.4K $3.82B
DIS
Walt Disney CO

Communication Services
355
+ 2.82%
$96.87 - $114.0 $34.4K - $40.5K
12.9K $1.28B
ARES
Ares Management Corp

Financial Services
2.04K
+ 13.27%
$140.19 - $198.28 $286K - $404K
17.4K $2.55B
VTI
Vanguard Total Stock Market Et

ETFs
112
+ 0.53%
$271.18 - $303.12 $30.4K - $33.9K
21.3K $5.84B
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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